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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,757 | $89,370-53.3% | $141,197-70.4% | $72,976-42.8% |
| Participation rate | 58.6% | 75.1%-16.5pp | 82.5%-23.9pp | 69.5%-10.9pp |
| Annual return | 24.05% | 111.88%-87.8pp | 71.41%-47.4pp | 81.02%-57.0pp |
| Employer contribution / active EE | $982 | $3,115-68.5% | $4,736-79.3% | $2,440-59.8% |
| Participant deferral / active EE | $2,243 | $5,419-58.6% | $6,710-66.6% | $3,608-37.8% |
| Admin fee / account holder | $2,811 | $5,957-52.8% | $10,265-72.6% | $5,124-45.1% |